EATT 23 Demo – ProtectionGuru Pro
EATT 2023 Disturbance Demo – ProtectionGuru Pro Synopsis: PGPro – the Consumer Duty...
Category: EATT Conference
EATT 23 Demo – VouchedFor
EATT 2023 Disturbance Demo – Elevation by VouchedFor Synopsis: Elevation is powered by...
EATT 23 Demo – UnderwriteMe
EATT 2023 Disturbance Demo – The Protection Platform by UnderwriteMe Synopsis: UnderwriteMe...
EATT 23 Demo – Origo
EATT 2023 Disturbance Demo – Unipass Letter of Authority by Origo Synopsis: Unipass Letter...
EATT 23 Demo – Meet Parker
EATT 2023 Disturbance Demo – Communicate by Meet Parker “The First Omni-Channel...
EATT 23 Demo – Intelliflo
EATT 2023 Disturbance Demo – Personal Finance Portal by Intelliflo Synopsis: Last year...
EATT 23 Demo – InterGen Data
EATT 2023 Disturbance Demo – DANIEL by InterGen Data Synopsis: Financial planning is a long...
EATT 23 Demo – Conquest Planning
EATT 2023 Disturbance Demo – Conquest Planning Inc Strategic Advice Manager Synopsis: SAM...
EATT 23 Demo – ChatGPT (with Phil Calvert)
EATT 2023 Disturbance Demo – ChatGPT (with Phil Calvert) “Using ChatGPT and AI for...
EATT 23 Demo – 7IM
EATT 2023 Disturbance Demo – Retirement Income Solutions by 7IM Synopsis: The RIS has been...
EATT 23 Demo – Parmenion
EATT 2023 Disturbance Demo – Advisory Models Pro by Parmenion Synopsis: Advisory Models PRO...
EATT 23 Demo – Ortec Finance
EATT 2023 Disturbance Demo – OPAL by Ortec Finance“Goal based financial planning &...
Empowering Advice Through Technology
Empowering Advice Through Technology (EATT) The one-day workshop for advice firms who want to put...
EATT 2022 Wrap Up: How Should Your Technology Roadmap Change in 2022
EATT 2022 Wrap Up:How Should Your Technology Roadmap Change in 2022 Speaker Ian McKennaDirector,...
EATT 2022 Plenary Session 4: What does an outstanding customer experience look like? Client portals and other innovations
EATT 2022 Plenary Session 4:What does an outstanding customer experience look like? Client portals...
EATT 2022 Plenary Session 3: Optimising financial planning through best use of technology
EATT 2022 Plenary Session 3:Optimising financial planning through best use of technology Speakers...
EATT 2022 Plenary Session 2: Cyber Security, keeping clients secure in a dangerous world
EATT 2022 Plenary Session 2:Cyber Security, keeping clients secure in a dangerous world Speakers...
EATT 2022 Plenary Session 1: Delivering an end-to-end advice and investment management process
EATT 2022 Plenary Session 1:Delivering an end-to-end advice & investment management process...
EATT 2022 Keynote: Ian McKenna – Financial Advice in 2025
EATT 2022 Keynote:Financial Advice in 2025, what do you need to do to be ready? Speaker Ian...
EATT22 Demo – Selectapension
“Market-leading financial planning software” Synopsis: SELECTAPENSION’S innovative...
EATT22 Demo – Plannr
“The Future, Now” Synopsis: The next generation of CRM/Practice Management/Back-Office...
EATT22 Demo – Adviser Scorecards
“Higher Quality, Higher Converting Leads” Synopsis: The single most effective marketing...
EATT22 Demo – IRESS
“Aim high, deliver more” Synopsis: At lress, we have taken the market-leading comprehensive...
EATT22 Demo – FE Fund Info
“Better Connected, Better Informed” Synopsis: Non-integrated technology and services cause...
EATT22 Demo – EVPro
“Simplifying the complex” Synopsis: EVPro is the groundbreaking end-to-end financial...
EATT22 Demo – Advice Objects
“Intuitive Adviser Software & Client Portal” Synopsis: AdviceObjects...
EATT22 Demo – 7IM
“Investments, technology and service – shaped around you” Synopsis: If delivering an...
EATT22 Demo – VouchedFor
“Raising the bar on client experience using client feedback and cross-industry insights.”...
EATT22 Demo – Intelliflo Office
“Exceptional Cashflow Modelling” Synopsis: Whether you’re aiming to retain the clients you...
EATT22 Demo – Intergen Data
“Digital Advice via Demographics” Synopsis: Financial planning is a long and arduous process that...
EATT22 Demo – Conquest Planning
“We are a next-generation, AI-assisted financial advice delivery” Synopsis: Empower planners to...
EATT22 Demo – AdvisorStream
“Automated Digital Client Communication and Content Marketing Platform” Synopsis: The...
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